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Planview Customer Success Center

Planview.Me widget library

This widget library includes links to articles about using the widgets in Planview.Me. 

For information about creating Planview.Me views in Planview Admin, see Managing Planview.Me views.

For information about creating personal Planview.Me views, see Creating personal Planview.Me views.

Widget name Required product and minimum version Notes
Assignment approvals Planview Portfolios September 2024  
Board sentiment

One or both of the following:

  • Planview ProjectPlace
  • Planview AgilePlace
Not available in Planview Portfolios.
Data visualization Planview Portfolios August 2024 Not available on the Overview tab for work entities in Planview Portfolios.
Lifecycle approvals Planview Portfolios July 2024  
Link tile    
Metric tile Planview Portfolios April 2024  
My assignments Planview Portfolios April 2024  
My timesheets Planview Portfolios July 2024  
OKR progress

Planview OKRs and one or both of the following:

  • Planview AgilePlace
  • Planview Portfolios
Not available on the My Overview screen in Planview Portfolios.
Recent and favorite AgilePlace boards Planview AgilePlace Not available in Planview Portfolios.
Recent ProjectPlace boards Planview ProjectPlace Not available in Planview Portfolios.
Recently viewed in Portfolios Planview Portfolios April 2024  
Roadmaps Planview Roadmaps Not available in Planview Portfolios.
Work status Planview Portfolios July 2024  
Viz Flow Metrics Planview Viz Not available in Planview Portfolios.